I am creating an app for overtime reporting. I need to make a chart that I can place on the homepage where along the top it will have all 12 months or 8 quarters (2 years) for the year(s) and along the side it will be the employee name. The chart will be filled with the number of overtime hours each person has logged for the given time period.
Summarize Amount of OT Hours, Display as Normal Value
Group by: Date Reported, Combine: Quarter
Group by: Employee Name, Combine Equal Values
Then use filters to filter the year or years you want to include in your report.
Hope it helps!
When you group by certain parameters, in this case date reported and quarter, hover the mouse to the right of the drop down menu where you select the time period (in this case Quarter).
You should be able to see some hidden options: A plus and a minus sign.
Click the plus sign and select:
Group by: Date Reported, Combine: Month
Quickbase will now sort the report in quarters and in the same report you should see the hours per monthly basis as well.
Let me know if that works.
In order to see the Quarter only just delete the "month" group by hovering next to it and clicking the minus button.
Case([YourMonthHere], 1, TotalHoursWorked, 2, TotalHoursWorked... ,12, TotalHoursWorked)
This is just an example of how the formula would look like and how it'd be used. Basically you'd be recording the time as you'd normally do but QB is going to assign each day to a month. 1 being January, 12 being December and so on.
QB will collect all hours in month 1 and display them under January. Any partial hours will be recognized and picked up by the next group which is 2 (or February) and it will continue to do so even when the year changes.